Customizing
Customizing
Breadcrumbs

Customize Modules with Groupings

What is a grouping?

  • Records of a data table are grouped by an attribute.

  • Data items which occur multiple times with the same value are grouped.

Customizing

  • A simple grouping consists of a data area by which is grouped and a data area which is grouped. Both are connected by Pos. and Parent area.

  • Both data areas must reference the same data table.

Area

Description

Grouping area (area by which is grouped)

  • As determining data item it contains the data item by which is grouped in the DDI data field.

  • The Group checkbox is activated.

  • The data item by which is grouped can but does not have to be assigned as a data field.

Area which is grouped (contains the data which is grouped)

  • Contains at least the data item which is grouped.

  • In the module assignment, the grouped area must refer to the area by which it is grouped via the Parent area parameter.

  • In this area, filter criteria are set.

Customizing example

  • Create a module with a data area by which you want to group and which is structured as follows:

    • DDI = DI001062 Manager

    • Fields:

      • DI001062 Manager

    • Activate the Group checkbox for the data area.

  • Create another data area which is grouped and structured as follows:

    • DDI = 001001 Project

    • Fields:

      • 000690 Project name

      • 001001 Project

      • 001052 Main project

      • 001062 Manager

  • Insert a macro that filters.

  • Assign the new data area to the module.

  • Structure both data areas:

    • Subordinate the Project to the Project manager data area.

  • Save.

To learn how to create modules, insert macros, and structure data areas, please refer to the

Module Tutorial

Application example

Module: Projects by Project Manager

  • Module structure:

    • Data area 1: Manager. Shows managers by whom is grouped.

      • Data area 2: Project. Shows projects which are grouped under the respective manager.

  • Result:

    • Manager: Mueller

      • PR1

      • PR2

      • PR4

    • Manager: Maier

      • PR3

      • PR5

Notes

  • If there are traffic light DIs in a grouping area (also bars with traffic light function), their child DIs need to be included in the data area as well, otherwise the traffic light does not work.

  • The groups in a grouping are created during filtering and are therefore not altered when the grouped values are changed.